Senior Banking Professional

Há 3 dias

São Paulo, São Paulo, Brasil beBeeInvestment Tempo inteiro R$90.000 - R$120.000

As a key member of our Private Client Coverage team, you will play a pivotal role in driving revenue growth and client acquisition.

Primary Responsibilities
  • Assist in developing sales strategies to drive revenue growth and attract new clients, with a focus on investments.
  • Support the Banker in prospecting, including conducting research, generating leads, and developing prospects.
  • Help profile, qualify, and convert prospects into clients through data-driven insights and analysis.
  • Organize client/prospect meetings, maintain call records, and provide post-meeting notes.
  • Assist in deepening existing client relationships through expert knowledge of banking products and services.
  • Provide timely and accurate revenue tracking and deal pipeline reports to the Banker.
  • Offer day-to-day support to the Banker on documentation, such as account opening and closing, loan disbursals, and client inquiries.
Requirements
  • 6-10 years of experience in banking or a related field, preferably with a focus on investments.
  • In-depth knowledge of banking products and services, with a desire for professional development.
  • Strong relationship management skills, both internal and external, with the ability to multi-task and prioritize multiple projects.
Education
  • Bachelor's/University degree; Master's degree preferred, with a strong emphasis on academic excellence.

We are an equal opportunity employer committed to diversity and inclusion.

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